Associate, Electronic Communications - International Client Services

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium for qualified professionals.

As an International Services ECG Associate, you will take inbound chats and secure messagesfromboth international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.”

What you have

Required Qualifications:

• Current and active series 7/63 licenses OR ability to obtain within 6 monthsof start date as a condition of employment.

• Read and write at professional level in English as well as Spanish OR Chinese.

• Flexible and able to work on chats/secure messages as business needs change.

• Ability to engage clients in a proactive and consultative manner to build rapport. 

• Willingness and desire to learn in a fast-paced and evolving environment.

• Experience with high focus on risk awareness and mitigation.

• Effective research and problem-solving skills to help fulfill client requests as well as fellow supporting team members.

Preferred Qualifications:

• 1+ years of outstanding customer service experience.

• Experience communicating via written channels, emails or live chats.

• High flexibility in shift times as business needs change. Chat lines are openfrom 5:00am -10:59pm CT.The current need is highest for later shifts.

• Experience serving internationalclientswith issues such as W8s, new account requirements, policies, procedures, etc.

• A passion to continually learn, grow your knowledge in personal finance, US and foreign markets, and attain additionalindustry licenses for personal growth.

• Resilience to help achieve client satisfactionin a demanding environment.